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Shachar Kariv: The Math Behind Money — Risk, Reward, and Human Behavior
Innovation Spotlight Video
Advisor Experiences

Shachar Kariv: The Math Behind Money — Risk, Reward, and Human Behavior

In this episode, we sit down with Shachar Kariv — Co-Founder and Chief Scientist at Capital Preferences, and Professor (and two-time Chair) of Economics at UC Berkeley. In a candid and thought-provoking conversation, Shachar shares his journey from building theoretical game models to shaping real-world financial decision-making — including the pivotal moment when a single,… Read more »

Behavioral Science Expert Insights Behavioral Sciences Expert Insights Financial Advisors Fintech Innovation Game Theory Investment Intelligence +0
RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management
Innovation Spotlight Video
Knowledge Bases

RP Sandilya: Inside Broadridge’s Vision for Modern Wealth Management

In this episode, we sit down with RP Sandilya, Chief Growth Officer of Wealth Management at Broadridge, to explore how Broadridge and Communify Fincentric partnered to create a groundbreaking, self-directed investor experience. RP shares insights on leveraging market data, client intelligence, and design innovation to redefine wealth management. He also discusses the rising demand for… Read more »

Expert Insights Client Experience Digital Transformation Financial Literacy Investor Experience Knowledge Bases SelfDirected Investing UX Design Wealth Management +0
Webinar: Knowledge Bases
News & Media
Investor Experiences

Webinar: Knowledge Bases

In today’s fast-evolving AI landscape, financial institutions are grappling with a fundamental challenge—how to ensure that AI-driven insights are accurate, reliable, and truly useful. This webinar, featuring financial industry experts Michael Smith and Katherine Cote, dives deep into the critical role of Knowledge Bases in building trust and efficiency in AI applications. Join this session… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Structured Data Knowledge Bases On-Demand Session +0
Nicole Nakashian: The Infrastructure Behind Innovation
Innovation Spotlight Video
Knowledge Bases

Nicole Nakashian: The Infrastructure Behind Innovation

In this episode we sit down with Nicole, Chief Operating Officer at Communify Fincentric, to talk about what it takes to build and operate a secure, stable, and scalable platform in financial services. Nicole shares her unique perspective on platform innovation, the culture of collaboration driving the team forward, and why operational excellence is foundational… Read more »

Expert Insights Innovation Data Insights Digital Transformation Knowledge Bases Scalable Infrastructure Women in Fintech +0
Stephen Van De Wetering: Data Clarity in Asset and Wealth Management
Innovation Spotlight Video

Stephen Van De Wetering: Data Clarity in Asset and Wealth Management

In this episode of Communify Fincentric Innovation Spotlight, we sit down with Stephen Van De Wetering, Founder of Empaxis Data Management, to explore the challenges and breakthroughs in financial data management. Steven shares how his unexpected journey—from reconciling data at Pacific Life to founding a 150-person data firm—shaped his understanding of operational pain points in… Read more »

Expert Insights Asset Management Data Warehousing Financial Services Innovation Industry Leader Intelligence Era Wealth Management +0
Sowmya Konda: Empowering Portfolio Managers with a Tailored Document Vault
Innovation Spotlight Video
Advised Client Experiences

Sowmya Konda: Empowering Portfolio Managers with a Tailored Document Vault

In this episode of the Communify Fincentric Innovation Spotlight, we sit down with Sowmya Konda, Head of Operations at The London Company, to discuss how innovation in client data management and digital infrastructure is transforming their investment operations. From the firm’s focus on downside protection in equity investing to the unique needs of high-net-worth and… Read more »

Expert Insights Structured Data Asset Management Component Tech Document Vault Institutional Investors Institutional Strategy Intelligence Era Women in Fintech +0

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